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10/13/2026

Taxes are a topic that comes up in almost every meeting we have, and knowing how different accounts are taxed can make a big difference in your financial decisions.

For example, deciding when to sell an investment may depend not only on how long you’ve held it, but also on the type of account it’s in.

Capital gains taxes generally apply to investments held in individual or joint brokerage accounts, while retirement accounts follow different tax rules.

In this video, we break down the difference between short-term and long-term capital gains and what you should know before selling an investment.

https://www.youtube.com//shorts

10/01/2026

Medicare’s Annual Enrollment Period runs from October 15 through December 7, making this a good time to review your current coverage and make sure it still fits your needs.

Whether you’re already enrolled in Medicare or helping a family member navigate their options, there are a lot of details to understand — from Medicare Advantage and Part D to Medigap plans, prescription drug coverage, and potential changes to your current plan.

To help make Medicare a little easier to understand, we've put together a Medicare YouTube playlist covering a variety of topics and common questions.

If you’re getting ready for Open Enrollment, take a look at the videos and use them as a starting point for your own Medicare review. https://www.youtube.com/playlist?list=PLblrSp-GG2Zw

09/03/2026

If you inherit an IRA, the rules for taking money out can depend heavily on what type of beneficiary you are.

Generally, beneficiaries fall into three categories:
• Eligible Designated Beneficiary
• Non-Eligible Designated Beneficiary
• Non-Designated Beneficiary

Understanding your status as a beneficiary is an important first step in making sure you don't accidentally miss a required distribution or create an unnecessary tax bill.

08/28/2026

Understanding Bull vs. Bear Markets.

Market volatility can be uncomfortable, but it’s important to remember that it’s a normal part of investing.

Understanding the difference between bull and bear markets can help reduce stress and provide perspective when markets fluctuate.

Knowing what to expect can help you stay focused on your long-term financial goals rather than reacting to short-term market movements.

08/17/2026

One topic that isn’t discussed nearly enough in retirement planning is the “widow’s penalty.”

When one spouse passes away, the surviving spouse may continue to have a similar level of income, but their tax situation can change dramatically.

Why? Because they may go from filing Married Filing Jointly to Single, which generally means much narrower tax brackets. Add in the potential reduction in Social Security benefits, and the surviving spouse could face a higher tax bill on less income.

That’s why it’s important for married couples to plan not only for retirement, but also for the possibility that one spouse may eventually be filing taxes alone.

08/03/2026

Required Minimum Distributions (RMDs) can be one of the most confusing parts of retirement, but they don't have to be.

If you have money in a Traditional IRA, 401(k), or other pre-tax retirement account, it's important to understand:
• When RMDs begin
• How they're calculated
• What happens if you miss one
• How they can impact your taxes in retirement

If you're approaching retirement or already taking distributions, this is information you'll want to know!

Retirement planning can be different for women. Whether it's longer life expectancy, career breaks, caregiving responsib...
07/25/2026

Retirement planning can be different for women. Whether it's longer life expectancy, career breaks, caregiving responsibilities, or maximizing Social Security, having a strategy matters.

Join us for Empowering Futures: Women's Guide to Maximizing Retirement and learn practical strategies to help you retire with greater confidence.

📅 Saturday, August 8
📍 Madison Area Technical College (MATC) – Goodman South Campus

During this class, we'll discuss:
• How retirement has changed
• Social Security claiming strategies
• Tax-efficient retirement planning
• Inflation mitigation strategies
• Common retirement mistakes to avoid
• Trust & Beneficiary Planning

Whether you're approaching retirement or already retired, you'll leave with actionable insights to help you make informed financial decisions.

Register Today: https://retirementwealthacademy.com/locations/madison-area-technical-college-goodman-south-campus?utm_campaign=EFallonNatvig+CUST+%40+Madison+Area+Technical+College+-+Goodman+South+Campus+-+080826+-+SB&utm_medium=EFallonNatvig&utm_source=Instructor

07/15/2026

What does "Permanent" really mean when it comes to government legislation?

The example we like to talk about with clients is the recent extension of the tax rates originally established under the 2017 Tax Cuts and Jobs Act. While many headlines described the rates as "permanent," the reality is that Congress can change tax laws at any time. Every new administration and Congress has the opportunity to rewrite the rules.

That's why retirement tax planning should always be forward-thinking, not based on the assumption that today's tax environment will last forever.

07/08/2026

Trump Accounts officially went into effect on July 4, 2026, but what does that actually mean for families?

In our latest short video, we break down a few of the key provisions from the One Big Beautiful Bill Act that take effect in 2026, including:

• Trump Accounts and how they work
• The new charitable deduction available to taxpayers who claim the standard deduction

If you're looking for a more in-depth explanation of Trump Accounts, be sure to check out our full-length video here: https://youtu.be/C-CHyyeylRc

Happy 4th of July! ❤️🤍💙Wishing you a day filled with great food, laughter, sunshine, and time spent with the people who ...
07/04/2026

Happy 4th of July! ❤️🤍💙

Wishing you a day filled with great food, laughter, sunshine, and time spent with the people who matter most.

Happy Independence Day! 🇺🇸

Address

2976 Triverton Pike Drive Suite 103
Fitchburg, WI
53711

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16088290790

Website

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